Avidity Partners Management
Latest statistics and disclosures from Avidity Partners Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DNTH, CGON, JBIO, ORKA, TEVA, and represent 58.41% of Avidity Partners Management's stock portfolio.
- Added to shares of these 10 stocks: ALNY (+$8.4M), ICLR (+$6.0M), A (+$5.6M), CNC, RGEN, JBIO, NVO, WAT, MCK, ACHC.
- Started 11 new stock positions in NVO, WAT, PVLA, IQV, ACHC, CNC, CORT, ALNY, ITGR, ICLR. A.
- Reduced shares in these 10 stocks: DNTH (-$45M), NTRA (-$13M), BMY (-$12M), DHR (-$8.6M), MDT (-$8.0M), MTSR (-$7.4M), TMO (-$7.1M), , ARVN (-$6.0M), CGON (-$5.3M).
- Sold out of its positions in ABBV, AKRO, ARQT, ARVN, ASND, BEAM, BMY, CARL, EXAS, IMRX. JNJ, MTSR, UNH, XENE, WVE.
- Avidity Partners Management was a net seller of stock by $-132M.
- Avidity Partners Management has $347M in assets under management (AUM), dropping by -21.10%.
- Central Index Key (CIK): 0001791827
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Portfolio Holdings for Avidity Partners Management
Avidity Partners Management holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dianthus Therapeutics (DNTH) | 25.0 | $87M | -34% | 2.1M | 41.21 |
|
| Cg Oncology (CGON) | 17.6 | $61M | -8% | 1.5M | 41.52 |
|
| Jade Biosciences Com New (JBIO) | 6.2 | $22M | +24% | 1.4M | 15.43 |
|
| Oruka Therapeutics (ORKA) | 5.8 | $20M | 660k | 30.31 |
|
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 3.8 | $13M | -18% | 417k | 31.21 |
|
| Boston Scientific Corporation (BSX) | 3.1 | $11M | -30% | 115k | 95.35 |
|
| Medtronic SHS (MDT) | 3.0 | $10M | -43% | 108k | 96.06 |
|
| Perspective Therapeutics Com New (CATX) | 2.5 | $8.8M | +7% | 3.2M | 2.75 |
|
| Alnylam Pharmaceuticals (ALNY) | 2.4 | $8.4M | NEW | 21k | 397.65 |
|
| Repligen Corporation (RGEN) | 2.4 | $8.2M | +115% | 50k | 163.86 |
|
| Context Therapeutics (CNTX) | 2.3 | $8.1M | -38% | 5.5M | 1.47 |
|
| McKesson Corporation (MCK) | 2.3 | $7.8M | +64% | 9.5k | 820.29 |
|
| Icon SHS (ICLR) | 1.7 | $6.0M | NEW | 33k | 182.22 |
|
| Agilent Technologies Inc C ommon (A) | 1.6 | $5.6M | NEW | 42k | 136.07 |
|
| Pfizer (PFE) | 1.5 | $5.1M | -44% | 204k | 24.90 |
|
| Centene Corporation (CNC) | 1.4 | $4.9M | NEW | 119k | 41.15 |
|
| Kenvue (KVUE) | 1.2 | $4.0M | -12% | 233k | 17.25 |
|
| Danaher Corporation (DHR) | 1.1 | $3.9M | -68% | 17k | 228.92 |
|
| Thermo Fisher Scientific (TMO) | 1.1 | $3.9M | -64% | 6.7k | 579.45 |
|
| Novo-nordisk A S Adr (NVO) | 1.0 | $3.4M | NEW | 67k | 50.88 |
|
| Phathom Pharmaceuticals (PHAT) | 1.0 | $3.4M | -32% | 206k | 16.59 |
|
| Encompass Health Corp (EHC) | 1.0 | $3.4M | -24% | 32k | 106.14 |
|
| Cigna Corp (CI) | 0.9 | $3.2M | -30% | 12k | 275.23 |
|
| AmerisourceBergen (COR) | 0.9 | $3.2M | -50% | 9.4k | 337.75 |
|
| Insmed Com Par $.01 (INSM) | 0.9 | $3.1M | +52% | 18k | 174.04 |
|
| Waters Corporation (WAT) | 0.9 | $3.1M | NEW | 8.1k | 379.83 |
|
| ACADIA Pharmaceuticals (ACAD) | 0.8 | $2.9M | -25% | 107k | 26.71 |
|
| Genmab A/s Sponsored Ads (GMAB) | 0.8 | $2.8M | -62% | 92k | 30.80 |
|
| Natera (NTRA) | 0.8 | $2.7M | -83% | 12k | 229.09 |
|
| Immunic (IMUX) | 0.7 | $2.5M | 4.7M | 0.53 |
|
|
| Acadia Healthcare (ACHC) | 0.7 | $2.4M | NEW | 169k | 14.19 |
|
| Integer Hldgs (ITGR) | 0.7 | $2.3M | NEW | 30k | 78.43 |
|
| Enliven Therapeutics (ELVN) | 0.6 | $2.2M | 140k | 15.40 |
|
|
| Palvella Therapeutics Inc Ne (PVLA) | 0.6 | $2.0M | NEW | 19k | 104.67 |
|
| Healthequity (HQY) | 0.4 | $1.5M | -33% | 17k | 91.61 |
|
| Scynexis Com New (SCYX) | 0.4 | $1.3M | -37% | 2.1M | 0.63 |
|
| Iqvia Holdings (IQV) | 0.3 | $992k | NEW | 4.4k | 225.41 |
|
| Karyopharm Therapeutics Com New (KPTI) | 0.3 | $990k | 135k | 7.36 |
|
|
| Corcept Therapeutics Incorporated (CORT) | 0.2 | $766k | NEW | 22k | 34.80 |
|
Past Filings by Avidity Partners Management
SEC 13F filings are viewable for Avidity Partners Management going back to 2019
- Avidity Partners Management 2025 Q4 filed Feb. 13, 2026
- Avidity Partners Management 2025 Q3 filed Nov. 14, 2025
- Avidity Partners Management 2025 Q2 filed Aug. 14, 2025
- Avidity Partners Management 2025 Q1 filed May 15, 2025
- Avidity Partners Management 2024 Q4 filed Feb. 14, 2025
- Avidity Partners Management 2024 Q3 filed Nov. 14, 2024
- Avidity Partners Management 2024 Q2 filed Aug. 14, 2024
- Avidity Partners Management 2024 Q1 filed May 15, 2024
- Avidity Partners Management 2023 Q4 filed Feb. 14, 2024
- Avidity Partners Management 2023 Q3 filed Nov. 14, 2023
- Avidity Partners Management 2023 Q2 filed Aug. 14, 2023
- Avidity Partners Management 2023 Q1 filed May 15, 2023
- Avidity Partners Management 2022 Q4 filed Feb. 14, 2023
- Avidity Partners Management 2022 Q3 filed Nov. 14, 2022
- Avidity Partners Management 2022 Q2 filed Aug. 15, 2022
- Avidity Partners Management 2022 Q1 filed May 16, 2022